Medtronic plc
MDT- Exchange
- NYSE
- Industry
- Electromedical & Electrotherapeutic Apparatus
- SEC CIK
- 0001613103
In the last 90 days, Medtronic plc insiders filed 0 open-market purchases and 2 sales; 2,150 institutions reported holding it in 13F filings for Q2 2026, worth $86.8B in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Medtronic plc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,322
- +187 vs. Q3 2025
- Shares held
- 1.10B
- +24.8M (+2.3%) vs. Q3 2025
- Total value
- $105.4B
- +$3.28B (+3.2%) vs. Q3 2025
- New holders
- 293
- 886 more added
- Sold out
- 106
- 882 more reduced
48 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MDT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,150 | $86.8B |
| Q1 2026 | 2,257 | $95.7B |
| Q4 2025 | 2,322 | $105.4B |
| Q3 2025 | 2,183 | $102.5B |
| Q2 2025 | 2,150 | $94.6B |
| Q1 2025 | 2,179 | $96.9B |
| Q4 2024 | 2,134 | $85.3B |
| Q3 2024 | 2,075 | $94.7B |
| Q2 2024 | 2,037 | $83.6B |
| Q1 2024 | 2,084 | $95.6B |
| Q4 2023 | 2,086 | $89.9B |
| Q3 2023 | 1,981 | $85.7B |
| Q2 2023 | 2,064 | $95.9B |
| Q1 2023 | 2,001 | $88.0B |
| Q4 2022 | 1,971 | $84.3B |
| Q3 2022 | 1,941 | $87.9B |
| Q2 2022 | 2,035 | $96.2B |
| Q1 2022 | 2,115 | $119.8B |
| Q4 2021 | 2,072 | $112.1B |
| Q3 2021 | 2,038 | $135.6B |
| Q2 2021 | 2,016 | $135.1B |
| Q1 2021 | 1,988 | $128.9B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Medtronic plc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 2,825 | $271.4K | 0.02% | −404−12.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,827 | $271.5K | 0.02% | +399+16.4% | Added |
| Gilpin Wealth Management, LLC | 2,828 | $271.7K | 0.22% | +2,828 | New |
| Roundview Capital LLC | 2,830 | $271.9K | 0.02% | +610+27.5% | Added |
| KRM Wealth Management L.L.C. | 2,836 | $272.4K | 0.15% | +2,836 | New |
| Affinity Investment Advisors, LLC | 2,842 | $273.0K | 0.18% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,844 | $273.2K | 0.13% | −31−1.1% | Reduced |
| Exchange Bank | 2,848 | $273.6K | 0.19% | +14+0.5% | Added |
| Provident Investment Management, Inc. | 2,850 | $273.8K | 0.02% | +2,850 | New |
| Florida Financial Advisors, LLC | 2,863 | $274.9K | 0.07% | +503+21.3% | Added |
| Spartan Planning & Wealth Management | 2,862 | $274.9K | 0.20% | +159+5.9% | Added |
| Guardian Wealth Advisors, LLC | 2,862 | $274.9K | 0.16% | −826−22.4% | Reduced |
| American Investment Services, Inc. | 2,868 | $275.5K | 0.06% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,827 | $275.7K | 0.03% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,873 | $276.0K | 0.16% | +689+31.5% | Added |
| Element Wealth, LLC | 2,876 | $276.3K | 0.11% | −11−0.4% | Reduced |
| LMR Partners LLP | 2,883 | $276.9K | 0.00% | −4,763−62.3% | Reduced |
| Henry James International Management, Inc. | 2,885 | $277.1K | 0.09% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 2,891 | $277.7K | 0.02% | +683+30.9% | Added |
| Essex Savings Bank | 2,902 | $278.8K | 0.06% | +43+1.5% | Added |
| Thomasville National Bank | 2,906 | $279.1K | 0.02% | −351−10.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,908 | $279.3K | 0.13% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,919 | $280.4K | 0.01% | +202+7.4% | Added |
| TCP Asset Management, LLC | 2,924 | $280.9K | 0.05% | −57−1.9% | Reduced |
| Magnus Financial Group LLC | 2,925 | $281.0K | 0.02% | +781+36.4% | Added |
| Roxbury Financial LLC | 2,936 | $282.1K | 0.25% | −9−0.3% | Reduced |
| First Foundation Advisors | 2,942 | $282.6K | 0.01% | +143+5.1% | Added |
| Hardy Reed LLC | 2,946 | $283.0K | 0.02% | +129+4.6% | Added |
| HHM Wealth Advisors, LLC | 2,947 | $283.1K | 0.03% | −622−17.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,926 | $283.1K | 0.06% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,950 | $283.4K | 0.02% | +2,950 | New |
| Delta Financial Advisors LLC | 2,965 | $284.8K | 0.07% | +2,965 | New |
| Guardian Wealth Advisors, LLC | 2,973 | $285.5K | 0.02% | −57−1.9% | Reduced |
| DMG Group, LLC | 2,978 | $286.1K | 0.19% | 00.0% | Unchanged |
| Affiance Financial, LLC | 2,979 | $286.2K | 0.05% | −53−1.7% | Reduced |
| Nilsine Partners, LLC | 2,980 | $286.3K | 0.02% | +23+0.8% | Added |
| Dogwood Wealth Management LLC | 2,980 | $286.3K | 0.13% | +2,743+1,157.4% | Added |
| First City Capital Management, Inc. | 2,985 | $286.7K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 2,985 | $286.7K | 0.01% | +152+5.4% | Added |
| Mather Group, LLC. | 2,988 | $287.1K | 0.00% | +372+14.2% | Added |
| Park Edge Advisors, LLC | 2,990 | $287.2K | 0.07% | 00.0% | Unchanged |
| Bravera Wealth | 2,994 | $287.6K | 0.14% | +2,994 | New |
| USA Financial Portformulas Corp | 2,997 | $287.9K | 0.05% | +2,997 | New |
| Core Wealth Partners LLC | 3,000 | $288.2K | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,001 | $288.3K | 0.05% | −55−1.8% | Reduced |
| North Star Investment Management Corp. | 3,009 | $289.0K | 0.02% | +31+1.0% | Added |
| Formidable Asset Management, LLC | 3,036 | $289.1K | 0.04% | −15−0.5% | Reduced |
| Great Lakes Advisors, LLC | 3,010 | $289.1K | 0.00% | +65+2.2% | Added |
| Clarius Group, LLC | 3,011 | $289.2K | 0.02% | −2,928−49.3% | Reduced |
| Quantum Private Wealth, LLC | 3,020 | $290.1K | 0.08% | −10.0% | Reduced |
| Aspetuck Financial Management LLC | 3,025 | $290.6K | 0.20% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 3,027 | $290.8K | 0.03% | +3,027 | New |
| Cary Street Partner Investment Advisory LLC | 3,034 | $291.5K | 0.08% | +629+26.2% | Added |
| MidWestOne Financial Group, Inc. | 3,035 | $291.5K | 0.03% | +224+8.0% | Added |
| Smith Chas P & Associates Pa Cpas | 3,037 | $291.7K | 0.02% | −2,167−41.6% | Reduced |
| Alpha Omega Wealth Management LLC | 3,056 | $293.6K | 0.05% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 3,060 | $293.9K | 0.18% | −9−0.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,076 | $295.5K | 0.12% | −11−0.4% | Reduced |
| Saxony Capital Management, LLC | 3,086 | $296.4K | 0.18% | +40+1.3% | Added |
| Quadrant Private Wealth Management, LLC | 3,066 | $296.7K | 0.05% | +147+5.0% | Added |
| Montecito Bank & Trust | 3,089 | $296.7K | 0.05% | −367−10.6% | Reduced |
| Pinnacle Bancorp, Inc. | 3,089 | $296.7K | 0.09% | +157+5.4% | Added |
| United Advisor Group, LLC | 3,103 | $298.5K | 0.04% | +266+9.4% | Added |
| Nicollet Investment Management, Inc. | 3,111 | $299.0K | 0.09% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 3,114 | $299.1K | 0.04% | −134−4.1% | Reduced |
| BridgePort Financial Solutions, LLC | 3,118 | $299.6K | 0.08% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 3,125 | $300.2K | 0.22% | +3,125 | New |
| Headlands Technologies LLC | 3,128 | $300.5K | 0.03% | −6,980−69.1% | Reduced |
| Cambria Investment Management, L.P. | 3,134 | $301.1K | 0.02% | +3,134 | New |
| 49 Wealth Management, LLC | 3,135 | $301.1K | 0.02% | −134−4.1% | Reduced |
| JMN Financial LLC | 3,124 | $302.8K | 0.30% | +3,124 | New |
| White Lighthouse Investment Management Inc. | 3,155 | $303.1K | 0.04% | +296+10.4% | Added |
| Baxter Bros Inc | 3,165 | $304.0K | 0.04% | −160−4.8% | Reduced |
| Flavin Financial Services, Inc. | 3,174 | $304.8K | 0.21% | −677−17.6% | Reduced |
| North Star Asset Management Inc | 3,199 | $307.3K | 0.01% | −1,775−35.7% | Reduced |
| First Financial Bank - Trust Division | 3,200 | $307.4K | 0.03% | −33−1.0% | Reduced |
| Aspen Wealth Strategies, LLC | 3,201 | $307.5K | 0.17% | +13+0.4% | Added |
| Sentry Investment Management LLC | 3,203 | $308.0K | 0.20% | 00.0% | Unchanged |
| B&L Asset Management LLC | 3,208 | $308.2K | 0.14% | +3,208 | New |
| Baker Tilly Wealth Management, LLC | 3,221 | $309.4K | 0.08% | +102+3.3% | Added |
| CM Wealth Advisors LLC | 3,210 | $310.6K | 0.07% | +3,210 | New |
| Petros Family Wealth, LLC | 3,239 | $311.1K | 0.21% | +1,046+47.7% | Added |
| Legacy Trust | 3,241 | $311.3K | 0.06% | +55+1.7% | Added |
| Diversified Management Inc | 3,266 | $313.7K | 0.07% | +3,266 | New |
| Capital Advisors, Ltd. LLC | 3,266 | $314.0K | 0.04% | −2−0.1% | Reduced |
| Vantus Wealth LLC | 3,276 | $314.7K | 0.23% | +3,276 | New |
| Wealth Management Strategies, Inc. | 3,280 | $315.1K | 0.15% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,290 | $316.1K | 0.02% | +3,290 | New |
| High Note Wealth, LLC | 3,309 | $317.9K | 0.06% | −988−23.0% | Reduced |
| Opal Capital LLC | 3,135 | $318.7K | 0.08% | +3,135 | New |
| Canoe Financial LP | 3,319 | $318.8K | 0.00% | +3,319 | New |
| Prosperity Bancshares Inc | 3,320 | $318.9K | 0.29% | +3,320 | New |
| Stiles Financial Services Inc | 3,321 | $319.0K | 0.10% | −104−3.0% | Reduced |
| Centurion Wealth Management LLC | 3,328 | $319.7K | 0.07% | +54+1.6% | Added |
| Raleigh Capital Management Inc. | 3,330 | $319.9K | 0.12% | −18−0.5% | Reduced |
| Wiregrass Investment Management LLC | 3,339 | $320.7K | 0.27% | +3,339 | New |
| FLC Capital Advisors | 3,346 | $321.4K | 0.06% | −365−9.8% | Reduced |
| Silver Oak Securities, Inc | 3,344 | $323.2K | 0.02% | +397+13.5% | Added |
| Rexford Capital Inc | 3,367 | $323.4K | 0.25% | +100+3.1% | Added |
| Marble Wealth, LLC | 3,378 | $324.4K | 0.05% | +3,378 | New |